存储涨价，2026年全球手机面板出货预估年减7.3%

Core Viewpoint - The smartphone panel market is expected to decline in 2026 due to high memory costs and supply shortages, marking the end of a growth cycle that began in 2023, with a projected shipment of 2.14 billion units, down approximately 7.3% from 2.31 billion units in 2025 [4]. Group 1: Market Dynamics - The procurement of smartphone panels in 2026 will be negatively impacted by weak new device shipment momentum and high memory costs, which hinder the supply of second-hand devices [5]. - The demand in the repair market remains stable but is insufficient to fill the gap left by the new device market due to conservative consumer sentiment [5]. - The smartphone panel market is experiencing a trend where high-end products are strengthening, mid-range products are transforming, and low-end products are stabilizing [5]. Group 2: Technology and Specifications - The share of AMOLED smartphone panel shipments is expected to increase from 41.2% in 2025 to 43.2% in 2026, while the share of LTPS LCD is projected to shrink from 4.4% to 2.5% [5]. - The a-Si LCD, targeting low-end models, is expected to maintain a market share of approximately 54.4% [5]. Group 3: Pricing and Cost Management - Smartphone brands may pass some of the increased costs onto consumers while also engaging in aggressive cost control measures across the supply chain, particularly for LCD panels used in mid to low-end models [6]. - The price decline for LCD panels is expected to be significant due to weak demand and inventory adjustments, while even AMOLED panels may face pricing challenges due to conservative procurement strategies and price wars among panel manufacturers [6]. - The soaring memory prices are identified as the biggest variable affecting the smartphone panel market in 2026, with future industry trends dependent on how brands adjust their product mix and inventory levels, as well as consumer acceptance of price increases [6].